service Details

Mutual Fund Advisory

Based on the financial goals of investor, which may vary, based on his age, lifestyle, financial independence, family commitments and level of income & expenses among many other factors we assess his/her needs and begin by defining the investment objective docket. We have a disciplined goal-based planning approach. The objective may be regular income, children education, buying a home or finance a wedding or a combination of all these needs. Also the client's risk appetite and cash flow requirements are taken into account. Once the investment objective is clear then the next step is choosing the right mutual fund scheme. Earnest Capital is associated with all the top-rated best AMCs in the industry to assure blend of security & returns .